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CLEVERALPHA

HAWTHORNE, CA · CRD 301620 · IAPD ↗ · cleveralpha.com · 310-293-7837

$28.3MRegulatory AUM
2Advisory reps
4Employees
0Clients
1-10Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
March 2026 — CLEVERALPHA reported RAUM up 89% ($15.0M -> $28.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.